Univex NeatDesk Scanner User Manual


 
2. Click Delete on the upper right side of the grid.
3. When prompted, click
Yes to confirm the deletion or No to cancel the
deletion.
Saving a Receipt as a Graphic File
NeatWorks alllows you to save a receipt as a graphic file, such as a JPEG, GIF, BMP,
PNG, or TIF. To save a receipt as a graphic file, do the following:
1. In the Receipts Grid, select the receipt you want to save as a graphic file
(JPEG, GIF, BMP, PNG, or TIF). You can save single or multi-page receipts.
When saving a multi-page receipt, each page will be saved as a separate
image and each filename will include the page number of the image.
2. In the
Receipt Image area, right click your mouse and choose Save
Current Visible Image As
from the submenu to save the image currently
being viewed, or choose
Save All Images of Selected Receipt As to
save a multiple page receipt. The
Save Image dialog box opens.
3. Chose a file type from the
Save as type dropdown menu.
4. Navigate to the appropriate destination folder (where you want to save the
image).
5. Type a name for the image in the
File name edit box. For multiple page
receipts, the page number will automatically be added to the end of the
filename.
6. Click the
Save button.
Emailing Receipts
Receipts are emailed as a group, by folder. To email your document(s) to another
NeatWorks user, do the following:
1. In the Receipts Grid, select the receipt(s) you want to work with.
2. Click the
Email Folder link on the upper right side of the receipt folder grid.
3. You can optionally select a quick contact by checking the desired contact on
the Contact List screen that displays. You can also select all the contacts by
clicking
Check All.
4. Click
Continue.
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